Financial Consultant
- Umind Consulting
- 1 to 3 Yrs
- Multi-City, India
- 6 months ago
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Job Description
Financial Consultant
Conducting in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
Analyzing financial statements, market trends, and economic indicators to provide informed investment recommendations.
Building and managing investment portfolios tailored to meet the specific needs and objectives of individual clients.
Staying updated on market conditions, economic developments, and industry news to make informed investment decisions.
Evaluating the risk associated with different investment opportunities and advising clients on risk mitigation strategies.
Ensuring compliance with financial regulations and industry standards in all client interactions and transactions.
For further details kindly contact -
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Employement Category:
Employement Type: Full timeIndustry: Broking
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Consultant
Keyskills: portfolio management client relationship management sales
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U Mind Consulting , is one of the fastest growing Consulting organisation in Kerala, with hand full years of experience in Human Resource Consulting, Training and Corporate Wellness. We believe that building Human Capital is the way to build organizations and wealth. We help out our clients find n...
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